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Life Time Group Holdings, Inc.
LTH
2025 Q2
Consumer
2w
Strategic Shift Toward Accelerated Club Openings in 2026-2027
Company is now targeting 12 to 14 new club openings in 2026, up from previous guidance of 10.
Average club size for 2026 will be nearly 100,000 sq ft, larger than the 78,000 sq ft clubs opened in 2024 and 2025.
The shift reflects confidence in the pipeline, construction improvements, and strong balance sheet, enabling faster growth.
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Colgate-Palmolive Company
CL
2025 Q2
Consumer
2w
Implementation of a $200-300 Million Productivity Initiative Over 3 Years
The initiative aims to optimize supply chain, reallocate resources, and enhance capabilities in innovation, data analytics, and AI.
Expected charges of $200-300 million over three years, with some cash impact in late 2025.
No material impact on the second half of 2025, but serves as a catalyst for future growth and efficiency improvements.
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